Platform Investment Specialist

3 weeks ago


Manchester, United Kingdom AJ Bell Management Limited Full time
About the Company

AJ Bell is a leading investment platform business in the UK, offering award-winning solutions for financial advisers and DIY investors. We have over 528,000 customers managing assets totalling more than £83 billion.

As a Financial Services Administrator at AJ Bell, you will play a crucial role in delivering exceptional customer experiences and supporting the growth of our business.

Key Responsibilities:

  • Process trade rebookings and request static data updates.
  • Monitor client and Counterparty exposure levels, including short positions and client debtors.
  • Liaise with teams to deliver customer service and outcomes.
  • Support management with project implementations, fixes, and upgrades through software testing and process definition.

What You Need to Succeed

  • Previous experience in a financial services administration role, preferably in stockbroking or banking.
  • Excellent communication and problem-solving skills.
  • Able to work accurately and efficiently in a fast-paced environment.
  • Familiarity with financial systems and processes.

What We Offer

  • Starting salary £30,000 - £35,000 per annum (dependent on experience).
  • Holiday buy and sell scheme.
  • A choice of pension schemes with matched contributions up to 6%.
  • Discretionary bonus scheme.
  • Annual free share awards scheme.
  • Health Cash Plan – provided by Medicash.
  • Discounted private healthcare scheme and dental plan.
  • Free gym membership with on-site gym and free classes.
  • Employee Assistance Programme.
  • Sick pay+ pledge.
  • Enhanced maternity, paternity, and shared parental leave.
  • Discounted nursery fees at Kids Planet on Exchange Quay.
  • Loans for travel season tickets.
  • Charitable giving opportunities through salary sacrifice.
  • Calendar of social events, including monthly payday drinks and annual parties.
  • Ongoing technical training.
  • Peer recognition scheme with rewards including vouchers or time off.


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